Giving Great Advice
To Good Agents

So Good Agents can Build Great Businesses!

Complement Your Marketing Portfolio

Inside you'll get access to our income-based financial planning, educational workshop, first-class planning software, and strategic model portfolios that will complement your existing life and annuity sales to set you apart from your competition.

Grow Your Business

Scale your business by learning our proven systems of prospecting wealthy clients in your area, recruiting talented individuals, building a strong referral system, and developing a powerful investment book of business with recurring revenue.

Protect Your Clients Assets

Protect your client's assets through the implementation of guaranteed income strategies and create value by using powerful reporting and analysis platforms.

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Meet Scott Brooks - Your Coach

Scott Brooks is one of the most successful producers in the industry.

Since then he has helped multiple producers build successful practices and scale their business to new heights.

This type of hands-on personal coaching can help you to do the same thing - from multiple marketing channels.

The lessons he has learned about the financial services industry during his three decades of experience are available to you for FREE by attending one of our newcomers trainings. Please feel free to browse our website and I encourage you to sign up for the next trainings that is convenient for you.

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Gordon Haave, President

A graduate of Columbia University, Gordon has been in the financial industry since 1993. He’s previously served as the Director of Investment Consulting to Asset Services Company, a $4 billion-dollar investment consulting firm focused on high net worth individuals and institutions.  Gordon is the co-host along with Scott Brooks of the Retire Ready radio show in St. Louis and the Chief Investment Officer of Financial & Tax Architects, a Registered Investment Advisor.